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Maximus

354 hedge funds and large institutions have $5.04B invested in Maximus in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $4.93B → $5.04B (+$111M)

1% more funds holding

Funds holding: 351354 (+3)

0.45% more ownership

Funds ownership: 96.28%96.73% (+0.45%)

82% less call options, than puts

Call options by funds: $103K | Put options by funds: $582K

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
132
Reduced
117
Closed
43
Calls
$103K
Puts
$582K
Net Calls
-$479K
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
276
VisionPoint Advisory Group
Texas
$39K +$2.94K +35 +8%
JWA
277
JFS Wealth Advisors
Pennsylvania
$38.3K +$84 +1 +0.2%
FFA
278
Farther Finance Advisors
California
$33K +$3.7K +44 +13%
BTI
279
Blue Trust Inc
Georgia
$32.9K +$22K +262 +202%
GI
280
GAMMA Investing
California
$29.5K +$20K +238 +225%
IA
281
IFP Advisors
Florida
$27.1K +$24.6K +293 +1,274%
RA
282
Rise Advisors
New York
$26.6K +$84 +1 +0.3%
AIM
283
Anchor Investment Management
South Carolina
$25.7K -$7.14K -85 -22%
Nomura Asset Management
284
Nomura Asset Management
Japan
$25.7K
SWM
285
Spire Wealth Management
Virginia
$22.8K -$1.76K -21 -7%
PTC
286
Private Trust Company
Ohio
$22K +$3.95K +47 +22%
HIIFS
287
Harel Insurance Investments & Financial Services
Israel
$21K -$2.86K -34 -12%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$18.6K +$1.6K +19 +10%
FNWA
289
Financial Network Wealth Advisors
Utah
$17.4K +$17.1K +203 New
CFM
290
Catalyst Funds Management
Australia
$17.1K -$42K -500 -71%
CT
291
Colonial Trust
South Carolina
$17.1K
CAL
292
Capital Advisors Ltd
Ohio
$14K +$8.82K +105 +184%
AAP
293
Arax Advisory Partners
Colorado
$14K +$13.7K +163 New
EWA
294
EverSource Wealth Advisors
Alabama
$13.1K +$2.52K +30 +27%
LC
295
Lindbrook Capital
California
$11.9K
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$11.1K +$1.6K +19 +17%
C
297
Covestor
United Kingdom
$11K +$84 +1 +0.8%
Simplex Trading
298
Simplex Trading
Illinois
$11K +$11.3K +134 New
AF
299
Allworth Financial
California
$10.4K +$5.96K +71 +158%
CP
300
Castleview Partners
Texas
$9.6K +$3.7K +44 +65%